Filed January 5, 2022 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,575 | $54,355+473.2% | $82,744+276.6% | $68,486+355.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -8.15% | -13.67%+5.5pp | 702.22%-710.4pp | -7.85%-0.3pp |
| Employer contribution / active EE | $11,856 | $2,219+434.4% | $3,008+294.1% | $2,597+356.6% |
| Participant deferral / active EE | $8,708 | $3,246+168.2% | $4,395+98.1% | $4,028+116.2% |
| Admin fee / account holder | $57,063 | $4,397+1197.9% | $5,325+971.6% | $5,404+956.0% |